Investor Portfolio
Management.
A private-branded investor portal for your fund or company. Streamline capital raising, onboarding, reporting, distributions, and compliance — all in one modern experience.
Everything your investors need
From first commitment to final distribution — a complete portal that keeps LPs informed and sponsors in control.
Raising Capital
Streamline your fundraising with engaging deal rooms, frictionless commitment flows, e-signatures, secure banking integrations, and automated back-office integration.
Investor Portal
Impress your investors with a private-labeled portal. Promote offerings with personalized content and enable capital raising with secure checkout funding.
Distributions
Create complex distribution waterfalls according to your PPM terms, automatically calculate distributions, and send secure payments to your investors.
CRM
Cultivate trusted relationships, build customer loyalty, and maximize satisfaction, all while reducing workload with easy-to-use functionality and automation.
Co-Sponsors
Retain control of your investor relationships while raising capital with co-sponsors. Raise capital together in the same modern investor experience.
Capital Calls
Raise capital on your timeline. Progressively call capital from investors and avoid accruing returns on unused funds.
Cap Table Management
Reduce administrative overhead with automated cap-table and financial management that powers your distributions, payments, and reporting.
Document Management
Easily organize and access documents for your portfolio and investors. Automatically and securely deliver documents to segments or individual investors.
Security
Protect your data with financial institution-grade security backed by SOC2 compliance and industry-leading practices.
Built for compliance and scale
Solutions designed to enhance investor experience and maintain sponsor compliance with SEC regulations.
Investor Accreditation
Verify accreditation status and empower investors to self-verify. Fully integrated into your portal to keep you compliant in real-time.
KYC / AML
Run rapid and secure investor background checks. Protect from fraud and comply with SEC and KYC regulations through seamless integration.
ACH Payments
Process inbound funds and initiate payments to investors in minutes with integrated, effortless payment solutions.
Fund Administration
Industry-leading fund administration with human support. Every client gets a dedicated client manager for any syndicate or fund structure.
Ready to upgrade your investor experience?
Join fund managers using KoreSPV to raise capital, onboard LPs, and manage portfolios — all in one place.